Linking Supporting Documents from the finova CRM to the finova Client Portal
- Roly Birkwood
- Emily Broom
- Stephen Tinnion
Introduction
This guide will take you through the process of mapping Supporting Documents in your finova CRM and linking these to the finova Client Portal for client upload
Location
Navigate to the following screen:
Home / System Settings / Supporting Document Categories
A list of documents you require from you Clients will display. Here you can add new ones and edit existing
How to map a category
Example: Proof of ID
Use the ‘Edit’ option to amend the existing entry
Select the correct mapping option
Use the finova Client Portal mapping dropdown to generate a list of the options available
Choose from the list supplied
In this example, we are going to select the option ‘Proof of ID’
NOTE:
If the drop-down option is greyed-out, then this has already been mapped.
Please be aware that Custom Document is currently not supported by the customer portal